Meeting templates

corinna.hammerstingl@f24.com Updated by corinna.hammerstingl@f24.com

Meeting templates

The Meeting templates view displays a list of all templates that are available. Each template has the following details displayed:

  • Title – Template title
  • Author – name of the user who created the template
  • Functions for each meeting - click  to access:
    • Export to XML () – Click to export the template to XML format.
    • Edit () – Click to edit the template.
    • Delete () – Click to delete the template.
    • Restore () – Click to restore the template. This button is available for templates in the Recycle bin.

To sort the templates by the values in a specific column, click the respective column header.

The Function bar above the template list has the following commands:

  •  New : Click this command to add a template.
  •  Search : Click this command to open the search bar.
  •  Functions : Point to this button, to open a menu with the following commands:
    • Print – Click to print.
    • Import template – Click to import a template.
    • Recycle bin/Close recycle bin – Click to toggle between the recycle bin and the list of active templates.

To display the details, double-click the desired template. The Function bar in the Detail view displays the template title, and contain the following elements:

 Functions : Point to this button to open a menu with these commands:

  •  Edit : Click to edit the template.
  •  Delete : Click to delete the template.
  •  Print : Print all the the information about the selected meeting.
  •  View history : Click to view the history of each template version.

Add a template

  • On the Function bar click  New.
  • Fill out the fields in the dialog box.
  • Click OK save the template and close the dialog box. Click Apply to save the template without closing the dialog box.

The dialog box has the following fields:

  • Header – Expand this field and use it to create a header, as applicable. This header is displayed only when a meeting based on this template is exported to Microsoft Word.
  • Title/Type (required field) – Enter the template title.
  • Available for – You can restrict the access to the template and make it available only to specific roles when they create meetings. To select roles:
    1. Click the field to open the list of available roles, and select a role from the list.
    2. Repeat the step, until you have selected all roles to which this template will be available.
  • Include – This field contains options for the information to be displayed in the meeting header or details:
    1. Number – If this checkbox is selected, the Number field will be displayed in the new meeting dialog box. Meeting number will be included in the meeting meeting header.
    2. Valid from (Date) – Select this checkbox, to display the Valid from (Date) in the meeting dialog box. The date will be included in the meeting header.
    3. Chapter no – If this checkbox is selected, chapter numbers will be generated and displayed by the chapter titles in the meeting.
    4. Composed by (Organisation) – If this checkbox is selected, the meeting dialog box will include fields for selecting which organisation has composed the meeting. The name of the organization will be included in the meeting title.
    5. Incident – Select this checkbox, to display the name of the current issue at the top of the meeting text.
    6. Flag – If this checkbox is selected, the option to mark meetings with a flag will be available in meetings that use this template.
  • Chapters – This table displays a list of the chapters that are included in the template. Each chapter has a connecting chapter field in the meeting dialog box. The table contains buttons for creating, editing, deleting and sorting chapters.
  • Footer – Expand this field and use it to create a footer, as applicable. The footer will be visible only when a meeting based on this template is exported to Microsoft Word.

Template chapters

To add a chapter:

  1. In the template window, click  Chapter.
  2. Fill out the fields in the Chapter dialog box.
  3. Click OK, to save the chapter.

The chapter dialog box contains the following elements:

  • Header – Enter the chapter header for the meeting.
  • Description – Enter a chapter description, or information about how to use the chapter. This information will be displayed below the chapter header in the meeting dialog box, but it will not be displayed in the meeting.
  • Type – Select the type of chapter field to be displayed in the meeting dialog box. You can choose from several text sizes and Sub-chapters. A chapter that belongs to the Sub-chapter type is displayed as a table in the meeting text. The template specifies which columns the table will include. Each column must be added as a sub-chapter to the chapter. To add a sub-chapter:
    1. In the template window, click  Chapter.
    2. Fill out the fields in the Sub-chapter dialog box, and click OK. The fields are identical to the fields in the chapter dialog box.
  • Editor type – Select editor type. The editor type you select here determines how many and what formatting options will be available in the input field in the meeting dialog box:
    1. None – If this type is selected, only unformatted text, without links, pictures, or tables and similar elements can be added in the field.
    2. Simple – If this type is selected, several text formatting options (for instance, bold, italic and underlined text, numbered and bulleted lists) for the sub-chapter text are available, and hyperlinks can be included.
    3. Medium – If this type is selected, several text formatting options (for instance, bold, italic and underlined text, numbered and bulleted lists) for the sub-chapter text are available, hyperlinks can be included, copy and paste text, and HTML editing.
    4. Advanced – If this type is selected, the complete set of editing and formatting options for the sub-chapter text will be available.
  • Content – Write the content to be automatically included in the chapter for meetings using the template. The content is displayed in the input field in the meeting dialog box, and can be edited.
  • Combine content from other meetings – Select this checkbox, to automatically include content from a specific chapter in other approved meetings.

How did we do?

Report templates

Contact